Back to: Stocks and Options Trading Course (Basic)
0
S00C – CS | What Is a Financial Advisor?
A financial advisor helps you plan, invest, and make money decisions — but not every “advisor” does the same job.
This video explains:
- What a financial advisor actually does
- The difference between advisors, brokers, and planners
- How they get paid (fees vs. commissions)
- Who typically needs one — and who may not
Clear, simple overview for anyone just getting started with investing or retirement planning.
Knowing which type of advisor fits your situation can save you money in fees and help you avoid conflicts of interest — this video breaks down the questions to ask before you hire anyone to manage your money.
Assignment: Read Chapter 2 | Pages 15-32 | Taking Stock of your Current Financial Situation and Goals (Stock Investing for Dummies)